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True Wealth Design’s Zions Bancorporation ZION Stock Holding History

True Wealth Design’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$54K Buy
781
+403
+107% +$25.4K 0.01% 459
2026
Q1 		$21.8K Buy
378
+28
+8% +$1.65K 0.01% 679
2025
Q4 		$20.5K Buy
350
+9
+3% +$490 0.01% 599
2025
Q3 		$19.3K Buy
341
+161
+89% +$8.96K 0.01% 630
2025
Q2 		$9.35K Sell
180
-624
-78% -$29.3K ﹤0.01% 607
2025
Q1 		$40.1K Buy
804
+786
+4,367% +$42.3K 0.02% 235
2024
Q4 		$977 Buy
+18
New +$986 ﹤0.01% 948

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

True Wealth Design's ZION Position: Q2 2026 in Review

True Wealth Design increased its Zions Bancorporation (ZION) stake by 107% in Q2 2026, buying an estimated $25.4K and bringing the position to 781 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #459.

True Wealth Design first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • True Wealth Design held 781 shares of Zions Bancorporation worth $54K as of Q2 2026.
  • True Wealth Design bought 403 Zions Bancorporation shares in Q2 2026, an estimated $25.4K.
  • Zions Bancorporation made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #459 holding.
  • True Wealth Design first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.